Valley Forge Investment Consultants Inc Adv Reduced Holdings in Q3 2025

Valley Forge Investment Consultants Inc Adv

  • $341 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
-5.17K
- 54.67%
$175.51 - $186.57 $908K - $965K
4.29K $799K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1.96K
- 16.49%
$420.11 - $472.68 $824K - $927K
9.94K $4.65M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-757
- 38.58%
$546.99 - $602.2 $414K - $456K
1.21K $723K
AMZN
Amazon Com Inc

Consumer Cyclical
-1.29K
- 29.5%
$211.65 - $238.24 $273K - $307K
3.08K $676K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-77.5K
- 8.04%
$24.46 - $26.5 $1.89M - $2.05M
886K $23.3M
META
Meta Platforms, Inc.

Communication Services
-249
- 25.08%
$695.21 - $791.73 $173K - $197K
744 $546K
JPM
Jpmorgan Chase & CO

Financial Services
-503
- 43.21%
$282.78 - $316.06 $142K - $159K
661 $208K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-4.62K
- 10.95%
$22.9 - $23.58 $106K - $109K
37.6K $882K
IWM
Ishares Russell 2000 ETF

ETFs
-501
- 26.29%
$214.92 - $244.84 $108K - $123K
1.41K $339K
MSFT
Microsoft Corp

Technology
-199
- 12.86%
$491.09 - $535.64 $97.7K - $107K
1.35K $698K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-6.05K
- 4.39%
$26.38 - $27.95 $160K - $169K
132K $3.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
-192
- 11.99%
$617.65 - $666.84 $119K - $128K
1.41K $938K
PM
Philip Morris International Inc.

Consumer Defensive
-83
- 6.24%
$157.77 - $183.27 $13.1K - $15.2K
1.25K $202K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-82
- 10.9%
$459.11 - $506.91 $37.6K - $41.6K
670 $336K
VIG
Vanguard Dividend Appreciation

ETFs
-93
- 0.98%
N/A
9.41K $1.71M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-579
- 20.69%
$224.68 - $282.71 $130K - $164K
2.22K $619K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-44
- 0.6%
$92.18 - $95.14 $4.06K - $4.19K
7.26K $690K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-252
- 6.1%
$98.99 - $112.2 $24.9K - $28.3K
3.88K $429K
DLTH
Duluth Holdings Inc.

Consumer Cyclical
-428
- 3.06%
$2.08 - $4.16 $890 - $1.78K
13.6K $53K
TSLA
Tesla, Inc.

Consumer Cyclical
-24
- 3.96%
$293.94 - $444.72 $7.05K - $10.7K
582 $258K
AAPL
Apple Inc.

Technology
-1.13K
- 13.37%
$202.38 - $256.87 $229K - $291K
7.34K $1.87M
GOOG
Alphabet Inc.

Communication Services
-498
- 11.01%
$175.16 - $255.24 $87.2K - $127K
4.03K $980K
GOOGL
Alphabet Inc.

Communication Services
-18
- 0.31%
$174.36 - $254.72 $3.14K - $4.58K
5.78K $1.41M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-1.99K
- 1.01%
$25.29 - $28.33 $50.4K - $56.5K
196K $5.46M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-4.88K
- 1.47%
$23.82 - $25.84 $116K - $126K
327K $8.4M
Activity Summary
Buys All Purchases 43 New Holdings 9 Increased Positions 34 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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